Tax Open question — the Lab is working on this
Should I use Claude or a dedicated tax-specific tool to prep returns for review each morning?
46:45From the June 16 call · Workpaper Automation, 7216 Questions, and Claude for Bookkeeping
The idea floated was having Claude process everything overnight so that a batch of returns is sitting ready for review each morning. One participant pushed back that they specifically don't want to do this in Claude - they want a tax-specific tool instead, noting that a lot of new software is emerging to do exactly this. Another participant added a caution: spending two or three months customizing your own Claude-based program risks being outpaced, since capability that wasn't possible six months ago is now possible 'in a blur,' referencing comments from a separate open call.
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